HDFC Income Plus Arbitrage Active FOF

An open-ended Fund of Fund scheme investing in Arbitrage and Debt Mutual Fund Schemes.

Your hard-earned money deserves a little more. Here is an investment approach that considers both regular income potential and growth opportunities. 

Discover HDFC Income Plus Arbitrage Active FOF

An investment option for those looking beyond traditional investments and seeking relatively better return potential and efficient post-tax returns*, with moderate risk approach. 

With a combination of Debt and Arbitrage and active management, the Fund aims to provide an alternative for investors who want to move beyond traditional savings products without taking direct equity exposure.

Simply put: HDFC Income Plus Arbitrage Active FOF is an alternative to traditional investments, with relatively better return potential, tax efficiency and liquidity when needed.

*@Short-term period: Period of holding less than or equal to 24 months, Long-term period: Period of holding greater than 24 months. ^Surcharge as applicable + Health and Education Cess applicable at 4% on aggregate of base tax + surcharge. The information given here is neither a complete disclosure of every material fact of Income Tax Act (2025), nor it constitutes a legal or tax advice. Investors are requested to take professional advice while making investment decisions

Who is this product suitable for?

• Looking for relatively better return potential: Potential for better returns than traditional savings products, with a portfolio investing less than 65%* of the allocation in debt mutual fund schemes and at least 35% of the portfolio will be allocated to Arbitrage Fund 
  *Exposure to units of Debt Mutual Fund Schemes, Debt Securities and Money Market Instruments@ shall be below 65%
• Looking for better post-tax returns: Favourable long-term capital gains tax treatment at 12.5%, subject to applicable tax laws. (Period of holding – 24 months)
• Looking for regular cash flow: SWP option can help investors create a regular cash flow from their investment.
• Looking for low to moderate risk: Dynamic allocation across Debt and Arbitrage aims to provide a relatively moderate-risk investment approach compared with direct equity investing.
• Looking for easy liquidity: Zero exit load provides flexibility to redeem without an exit-load charge.